Monica McGauley, Financial Advisor

FINANCIAL ADVISOR
Monica McGauley

CFP®, AAMS™
203 Corporate Drive Suite 300, Beaver Dam, WI 53916opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Healthcare Professionals
  • Manufacturing Professionals
  • Employee Stock Options
  • Business Retirement Plans
  • Retirement Savings Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Personal Fitness
  • Traveling
  • Basketball
  • Gardening

Team Members

  • Crystal Krueger
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(920) 392-5181

Fax

(877) 271-1405

Office Address

203 Corporate Drive Suite 300
Beaver Dam, WI 53916opens in a new window

Mailing address

P O Box 852
Beaver Dam, WI 53916

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